Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Inves VI SmaCap Equity I Value Of Int. In Reg. Invest Co. N/A in their Schedule of Assets, totaling $785K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL INSTITUTES OF HEALTH FEDERAL CREDIT UNION NIH FCU 401(K) RETIREMENT SAVINGS PLAN AND TRUST | ROCKVILLE MD | 127 | $18.8M | $323K |
| 2 | GOLDENWEST FEDERAL CREDIT UNION GOLDENWEST FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | OGDEN UT | 710 | $27.0M | $269K |
| 3 | BLACKHAWK COMMUNITY CREDIT UNION |
JANESVILLE WI |
| 191 |
| $14.5M |
| $193K |
